Snapshot holdings15 / 15 loaded
| # | ||
|---|---|---|
| 1 | Nilsine Partners, LLC | $9.7M |
| 2 | IFP Advisors, Inc | $4.1M |
| 3 | DAVENPORT & Co LLC | $1.8M |
| 4 | FIFTH THIRD SECURITIES, INC. | $1.5M |
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | $804.4K |
| 6 | TRUST CO OF OKLAHOMA | $589.9K |
| 7 | Financial & Tax Architects, LLC | $422.1K |
| 8 | Roan Capital Partners | $360.3K |
| 9 | Prospera Financial Services Inc | $347.7K |
| 10 | Corecam Pte. Ltd. | $252.2K |
| 11 | Sunpointe, LLC | $208.0K |
| 12 | AlphaCentric Advisors LLC | $167.2K |
| 13 | Triumph Capital Management | $80.9K |
| 14 | CoreCap Advisors, LLC | $43.4K |
| 15 | EverSource Wealth Advisors, LLC | $25.4K |
Manager changes2026-06-30 vs 2026-03-3116 / 16 loaded
| # | ||
|---|---|---|
| 1 | +$4.1M | |
| 2 | +$542.1K | |
| 3 | +$422.1K | |
| 4 | +$360.3K | |
| 5 | +$252.2K | |
| 6 | +$133.0K | |
| 7 | +$59.0K | |
| 8 | +$28.4K | |
| 9 | +$25.4K | |
| 10 | +$23.8K | |
| 11 | +$19.7K | |
| 12 | +$13.8K | |
| 13 | +$1.5K | |
| 14 | -$243 | |
| 15 | -$9.3K | |
| 16 | -$84.7K |